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November 2nd, 2024

This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive

  1. This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in Retirement savings is “Chump Change” | Four ideas for passing down Money to your kids and grandkids | The moment your negative feelings about retirement turn positive Greg Aler 58:48

On this week’s show:

  • If most of your money is in a 401(k), here’s a question you should be asking.
  • Suze Orman is at it again, saying you haven’t saved enough. Is she right?
  • Tax-smart ideas of how to pass money down to your family.
  • Many of us are scared about the unknowns of retirement. How can you temper those fears?

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

See omnystudio.com/listener for privacy information.

Greg Aler Founder of Golden Reserve and Author of Fire Your Financial Advisor

Greg Aler was born and raised in small town Ohio. College. Law School. Then off to one of the largest law firms in the world. Later, he went on to build three multi-million-dollar companies before the age of 40 – an elder care law firm, a financial services firm, and a real estate company. He is a perpetual disruptor; re-thinking and re-building industries that are too rich or too stubborn to change. Yet always, coming back to his roots and directing his companies (and his book) to fight for the people that get overlooked – hard-working everyday folks, like his parents. The other 95%-ers.

Greg has his own TV, Radio & Podcast Show—Expedition Retirement.

The only thing Greg loves more than cooking, scuba diving, boating and laughing with friends on his back porch, is being with his wife Fernanda, and three kiddos (Lilly, Lola & Louie).

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